Here's just a random thought. What if the Apple bailing on NVIDIA rumors mean that Apple is building their own GPUs? Yes, it is a stretch but let's have a look at a bunch of convenient truths:
New Hires. Apple has been hiring AMD/ATI CTO-level execs over the past year. Bob Drebin and Raja Koduri are the most notable.
Bob Drebin was the chief technology officer of the Graphics Products Group within AMD. In this role, he oversaw the technical strategy and direction for AMD's graphics related businesses.
Mr. Drebin joined AMD with the ATI acquisit